About Company
Marsh McLennan is the world’s leading professional services firm in the areas of risk, strategy, and people. With more than 85,000 colleagues advising clients in 130 countries, we help clients navigate an increasingly dynamic and complex environment. Through our four market-leading businesses—Marsh, Guy Carpenter, Mercer, and Oliver Wyman—we provide expertise, insights, and solutions that give our clients the confidence to thrive. We are committed to fostering an inclusive and diverse workplace where all colleagues can achieve their full potential, driving meaningful impact for our clients, our colleagues, and our communities. Join us and be part of a global team dedicated to building brighter futures.
Job Description
Marsh McLennan is seeking an experienced and highly motivated Financial Advisor to join our dynamic team in Morristown, New Jersey, for an immediate start. This role offers a dedicated professional the opportunity to make a significant impact by providing expert financial guidance and innovative solutions to a diverse client base. As a Financial Advisor, you will be instrumental in empowering individuals and families to achieve their financial aspirations through comprehensive financial planning, astute investment management, and strategic wealth preservation. You will cultivate and nurture deep client relationships, gaining a thorough understanding of their unique financial circumstances, short-term needs, and long-term goals. Your expertise will be crucial in crafting tailored solutions that encompass investment strategies, retirement planning, education savings, insurance, and estate planning. This position demands a proactive approach to client acquisition and retention, a robust understanding of global financial markets, and an unwavering commitment to client success and ethical practice. If you are passionate about empowering clients through sound financial advice, thrive in a collaborative, growth-oriented environment, and are ready to hit the ground running, we encourage you to apply. We are looking for someone who brings their expertise, drive, and client-first mentality to our esteemed firm.
Key Responsibilities
- Develop and maintain strong, long-term relationships with a diverse portfolio of clients, serving as their trusted primary financial resource.
- Conduct thorough financial assessments to understand clients' current financial situations, future aspirations, and individual risk tolerance.
- Design, implement, and continuously monitor customized financial plans covering investments, retirement planning, education savings, insurance, and estate planning.
- Proactively manage client portfolios, conducting regular reviews, rebalancing assets as needed, and providing timely advice based on market conditions and client objectives.
- Actively identify and cultivate new client relationships through networking, referrals, community engagement, and strategic business development initiatives.
- Educate clients on various financial products, services, and market trends, ensuring they make informed and confident decisions.
- Stay current with financial market trends, economic outlooks, regulatory changes, and tax laws that may impact clients' financial well-being.
- Collaborate effectively with internal specialists (e.g., tax, legal, insurance, wealth management) to provide holistic and integrated client solutions.
- Ensure all client interactions, financial advice, and portfolio management adhere strictly to industry compliance standards and Marsh McLennan's ethical guidelines.
Required Skills
- Proven experience (3+ years) as a Financial Advisor, Wealth Manager, or in a similar client-facing wealth management role.
- Deep understanding of investment products, financial markets, and comprehensive financial planning principles.
- Exceptional communication, interpersonal, and presentation skills, with the ability to articulate complex financial concepts clearly.
- Strong analytical and problem-solving abilities, capable of developing creative financial solutions.
- Ability to work both independently and collaboratively within a fast-paced, results-driven environment.
- Client-centric mindset with an unwavering commitment to ethical conduct and client advocacy.
- Proficiency in financial planning software, CRM systems, and standard office productivity tools.
Preferred Qualifications
- Certified Financial Planner (CFP®) designation or currently pursuing.
- Active FINRA Series 7 and Series 66 (or Series 63 and 65) licenses.
- Bachelor’s degree in Finance, Economics, Business Administration, or a closely related field.
- Demonstrated track record of successful client acquisition, retention, and assets under management growth.
- Experience advising high-net-worth individuals, families, or small businesses.
Perks & Benefits
- Highly competitive base salary complemented by a robust bonus and incentive structure.
- Comprehensive health, dental, and vision insurance plans, effective from day one.
- Generous 401(k) retirement plan with significant company match.
- Ample paid time off, including holidays, vacation, and sick leave.
- Extensive professional development opportunities and tuition reimbursement for industry certifications.
- Flexible work arrangements through our Hybrid work model, promoting work-life balance.
- Employee assistance program, wellness initiatives, and mental health support.
- A vibrant, collaborative, and inclusive work culture that values diverse perspectives and continuous learning.
How to Apply
Interested candidates are invited to apply directly through our secure career portal. Please click on the application link below to submit your resume and a compelling cover letter. Ensure your application clearly highlights your relevant experience, financial expertise, and why you are an ideal fit for this dynamic Financial Advisor role at Marsh McLennan. We look forward to reviewing your qualifications and potentially welcoming you to our team.